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About Our Team

Meet Your TeamOur People Are Our Greatest Asset, And We Invest Heavily In Them

Greg Whitten

Greg Whitten

Senior Financial Consultant

410-228-6715

410-934-3272

Al  Glessner

Al Glessner

LPL Financial Advisor

410-228-6715

410-934-3272

Beth  Whipple

Beth Whipple

Client Relationship Manager

410-221-6229

410-934-3272

Jordan  Linthicum

Jordan Linthicum

LPL Registered Administrative Associate

410-228-6715

410-934-3272

Diana  Robbins

Diana Robbins

Client Service Associate

410-228-6715

410-934-3272

Our FirmServing You
Since 1986

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We strive to become the premier wealth advisory firm on the Mid-Shore and the surrounding region, as recognized by unrivaled service and delivery to our clients.

Our ProcessWe Strive for Excellence as Much as You Do

Step 1: Discovery Call

Step 2: Build Your Plan

Step 3: Enjoy Life

InsightsNews & Resources

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More

We Want To Hear From You

Reach out to us today to schedule a discovery call!

Contact Us